Our First FTWP Graduating Class of 2022!
Our spring "MQ Fundamentals of True Wealth™ Planning" virtual training was a great success! Thirteen students (including financial planners from the UK, India, and New Zealand) completed our comprehensive five-day course that provides an in-depth overview of Money Quotient's unique model of life-centered financial planning.
Our hearty congratulations to the entire class!
Cleona Lira featured on the “Top 11 Ethical Financial Advisers” List
The UK's Good With Money website recently shared the "Top 11 Ethical Financial Advisers for…
MQ Team Retreat
The MQ Team recently spent a few days together on the Oregon Coast to discover…
Financial Anxiety: Why Financial Planners Could Be Missing the Signs
A recent article on CNBC.comhighlighted results of the recent MQ Research Consortium research study. "The…
Elicit, Provide, Elicit: The Art of Skillful Advice-Giving
In her latest blog entry, MQ's Brenna Baucum, CFP®, provides a three-step process for skillful…
2022 MQ Retreat: October 26-27, 2022 | Portland, OR
2022 MQ Retreat: October 26-27, 2022 | Portland, O
The MQ Team is excited to invite you to join us in Portland, OR on October 26 and 27 as our biennial MQ Retreat returns to an in-person event!
Be sure to mark your calendar and keep an eye out for details regarding the venue and theme announced in the weeks to come.
Upcoming MQ Fundamentals
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Upcoming Events
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Nurturing Financial Resilience
The COVID-19 pandemic has demonstrated to us once again that economic uncertainties are…